Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Robert VandenbrandenCambridge Investment Research, Inc.Innovation Partners LLC07-18-2019
Carlos J. Berrios-AgostoCambridge Investment Research, Inc.PFS Investments Inc.07-16-2019
Jonathan Adam DudzinskiCambridge Investment Research, Inc.Carl M. Hennig, Inc.07-15-2019
Robert Brandon PrettymanCambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC07-10-2019
Travis Matthew EwellCambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC07-05-2019
Deanna Maria SpearCambridge Investment Research, Inc.Wells Fargo Clearing Services, LLC07-02-2019
Jordan Alva RodriguezCambridge Investment Research, Inc.Wells Fargo Clearing Services, LLC07-02-2019
Michael Allen BabcockCambridge Investment Research, Inc.B.B. Graham & Company, Inc.07-01-2019
Erich A. KelleyCambridge Investment Research, Inc.Edward Jones07-01-2019
Kane Calvin SchraderCambridge Investment Research, Inc.Commonwealth Financial Network07-01-2019
Domini Marie AllisonCambridge Investment Research, Inc.Lincoln Investment06-28-2019
Neal David ClemensCambridge Investment Research, Inc.USA Financial Securities Corporation06-27-2019
Tracy ReadCambridge Investment Research, Inc.PNC Investments06-26-2019
Edward Charles BambergCambridge Investment Research, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-20-2019
Tina Marie NofzingerCambridge Investment Research, Inc.LPL Financial LLC06-18-2019
Stephanie Dawn NolanCambridge Investment Research, Inc.M. S. Howells & Co.06-17-2019
Alexander Mathew WeberCambridge Investment Research, Inc.Ameriprise Financial Services, LLC06-12-2019
Evian Amaro CruzCambridge Investment Research, Inc.PFS Investments Inc.06-05-2019
Aziz Joe ShoweryCambridge Investment Research, Inc.Farmers Financial Solutions, LLC06-03-2019
Kirk Criley SwartzbaughCambridge Investment Research, Inc.BancWest Investment Services, Inc.05-31-2019
Terry Lynn HainesCambridge Investment Research, Inc.Avantax Investment Services, Inc.05-30-2019
Steven Patrick D'AlessandroCambridge Investment Research, Inc.Nationwide Securities, LLC05-07-2019
Jamie Lynn BlakleyCambridge Investment Research, Inc.Avantax Investment Services, Inc.05-01-2019
Dawn Ardys PowersCambridge Investment Research, Inc.Cetera Financial Specialists LLC04-30-2019
Zachary Hussam MakawiCambridge Investment Research, Inc.Next Financial Group, Inc.04-26-2019
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Showing 1 to 25 of 32 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.